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Neobanks

Neobanks run current accounts and cards from an app with no branch network, which lowers the cost of serving each customer. They compete on fees and on how fast an account can be opened rather than on physical presence.

25 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
501
FWSM
First Wilshire Securities Management
California
$763K -$35.5K 1 0.21% Reduced
502
HCM
Hilton Capital Management
New York
$736K +$315K 1 0.11% Increased
503
First Allied Advisory Services
First Allied Advisory Services
California
$735K +$716K 1 0.03% New
504
WAM
World Asset Management
Michigan
$699K -$13.1K 2 0.02% Reduced
505
Veritable
Veritable
Delaware
$695K +$273K 2 0.01% Increased
506
Quadrature Capital
Quadrature Capital
United Kingdom
$693K +$378K 2 0.06% Increased
507
AIM
Allen Investment Management
New York
$690K $0 1 0.03% Maintained
508
SLG
Stanley-Laman Group
Pennsylvania
$687K -$17.5K 1 0.15% Reduced
509
Pinnacle Associates
Pinnacle Associates
New York
$682K -$58.5K 1 0.01% Reduced
510
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$678K +$231K 1 0.15% Increased
511
6M
6 Meridian
Kansas
$672K +$654K 1 0.08% New
512
CPA
Cowen Prime Advisors
New York
$667K +$803K 1 0.33% New
513
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$658K +$107K 1 0.01% Increased
514
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$656K +$10.3K 6 0.03% Increased
515
CT
Coastline Trust
Rhode Island
$656K +$597K 1 0.1% New
516
CG
Cutler Group
California
$631K +$521K 5 0.03% Increased
517
CC
Cipher Capital
New York
$625K +$569K 1 0.05% New
518
CSA
Cottage Street Advisors
Massachusetts
$625K +$133K 1 0.37% Increased
519
LIA
LS Investment Advisors
Michigan
$624K -$84K 4 0.04% Reduced
520
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$612K -$58.4K 1 0.06% Reduced
521
1CM
1492 Capital Management
Wisconsin
$608K +$596K 1 0.47% New
522
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$608K +$79.9K 7 0.01% Increased
523
People's United Financial
People's United Financial
Connecticut
$602K +$548K 1 0.02% New
524
GL
GLG LLC
New York
$598K $0 1 0.04% Maintained
525
NSEDCP
NJ State Employees Deferred Compensation Plan
New Jersey
$598K +$544K 1 0.1% New